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Icahn Enterprises
IEP

Overview Fund Activity

171 hedge funds and large institutions have $15.7B invested in Icahn Enterprises in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+5
Holders Change %
+3.01%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
53
Reduced
39
Closed
27
Calls
$31.8M
Puts
$35.8M
Net Calls
-$4M
Net Calls Change
+$7.37M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$8.18M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$13.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.64M
4
VF
4
Virtu Financial
New York
$1.19M
5
CWM
5
Centric Wealth Management
Illinois
$1.09M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.2M
2
HF
2
HRT Financial
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$8.75M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.19M
5
JF
5
Jump Financial
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
151
SignatureFD
Georgia
$10.3K +$10.3K +200 New
BWA
152
BDO Wealth Advisors
Florida
$9.98K – – –
CWM
153
Cranbrook Wealth Management
Michigan
$8.26K – – –
BWL
154
Bogart Wealth LLC
Virginia
$7.81K +$7.81K +151 New
FWM
155
Focused Wealth Management
New York
$5.17K – – –
HCP
156
Hexagon Capital Partners
Arkansas
$5.17K – – –
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$4.47K +$1.28K +24,757 +40%
CMP
158
Coston McIsaac & Partners
Maine
$2K +$2K +50 New
BC
159
Belmont Capital
California
$1.19K +$1.19K +23 New
HFS
160
Hantz Financial Services
Michigan
$1K – – –
CAL
161
Capital Analysts LLC
Pennsylvania
$1K +$1K +13 New
TF
162
TimeScale Financial
Massachusetts
$827 – – –
CWC
163
Carolinas Wealth Consulting
North Carolina
$821 – – –
KFS
164
Kelly Financial Services
Massachusetts
$627 – – –
KFI
165
Key Financial Inc
Pennsylvania
$465 +$465 +9 New
BCM
166
Bourgeon Capital Management
Connecticut
$414 +$414 +8 New
IFAM
167
Institutional & Family Asset Management
Colorado
$300 – – –
PMFA
168
Plante Moran Financial Advisors
Michigan
$155 – – –
Fidelity Investments
169
Fidelity Investments
Massachusetts
$52 -$52 -1 -50%
HF
170
HRT Financial
New York
– -$9.59M -189,263 Closed
JF
171
Jump Financial
Illinois
– -$4.01M -79,097 Closed
Simplex Trading
172
Simplex Trading
Illinois
– -$2.84M -56,138 Closed
SG Americas Securities
173
SG Americas Securities
New York
– -$1.94M -38,320 Closed
Victory Capital Management
174
Victory Capital Management
Texas
– -$1.86M -36,630 Closed
JPMPWA
175
J.P. Morgan Private Wealth Advisors
California
– -$1.25M -24,614 Closed
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